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Partner Approval in Odoo ($20.21)
This Application is suitable for business where approval is required to create a Vendor or Customer in odoo. Administrator can set up levels of approval for creating Partner i.e. Vendor and Customer in odoo. Administrator can define the approval levels, like first, second, third.... in odoo. Administrator can set up that who will be the approver of each level in terms of designation, like Team Leader, Sales Manager, etc. in odoo system.
This app is suited for
Single Application For Customer And Vendor Approval
Customer Approval
Vendor Approval
Multi Level Approval Setup
Partner Approval
Key Features
Multi Level Approval Workflow
Partner Approval Status
Partner Approval Request
Automatic Mail Request Sent To Approval User
Partner Approval Access Rights
Designation Wise Approval System
User Set Approval Workflow
Settings > User & Company > Partner Approval Workflow
Set Type Of Approval Workflow
User can set type of approval workflow like a vendor or customer and set a approval level
If Partner Is Same As Customer And Vendor
Select Which Approval Type Are Needed
When you are sending to send for approval you can select approval type
Assign to Users For Approval
After clicking on send for approval button you can see which authorised person will be approve right
History Of All Level Approval Status
After all level approval is done then state is approved or rejected
Automatic Mail Request Sent To User
Automatic mail request sent to approval user for approval
